AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.37B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,931
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$27.2M
3
+$17.4M
4
BERY
Berry Global Group, Inc.
BERY
+$16.3M
5
K
Kellanova
K
+$6.91M

Top Sells

1
+$161M
2
+$48.4M
3
+$22.3M
4
KSS icon
Kohl's
KSS
+$17.8M
5
HLIT icon
Harmonic Inc
HLIT
+$15.2M

Sector Composition

1 Industrials 18.63%
2 Technology 12.55%
3 Healthcare 11.32%
4 Consumer Discretionary 8.51%
5 Financials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$49.1K ﹤0.01%
341
+43
902
$48.5K ﹤0.01%
914
+132
903
$48.2K ﹤0.01%
400
904
$48.2K ﹤0.01%
250
905
$47.4K ﹤0.01%
2,000
906
$47.1K ﹤0.01%
937
907
$47.1K ﹤0.01%
1,100
908
$46.9K ﹤0.01%
254
909
$45.5K ﹤0.01%
1,530
+75
910
$45.5K ﹤0.01%
2,061
+3
911
$45.2K ﹤0.01%
206
912
$45.1K ﹤0.01%
4,000
913
$45K ﹤0.01%
+1,228
914
$44.8K ﹤0.01%
+2,067
915
$44.7K ﹤0.01%
785
+325
916
$44.6K ﹤0.01%
762
-8,648
917
$44.6K ﹤0.01%
510
918
$44.2K ﹤0.01%
1,865
919
$44.1K ﹤0.01%
47
920
$44K ﹤0.01%
600
921
$43.7K ﹤0.01%
881
922
$43.4K ﹤0.01%
1,000
923
$43K ﹤0.01%
806
924
$43K ﹤0.01%
2,280
925
$42.6K ﹤0.01%
416
-344
35 36
37
38 39